Implemented

Force adjustment Reason

Hi, When making a negative adjustment it would be great if it is mandatory to fill in a reason since this is shown on the Financial Adjustment Report.

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Do you think this could be a quick fix? /Hanna







SNT Team

TWA has also requested this feature

Forum User

Yes we need this!

Forum User

yes please!

Forum User

Hello,


I would like to clarify the mandatory reason field. 


- The adjustment field should be made mandatory when making a negative posting vie add charges button

- The adjustment field should be made mandatory when making an adjustment using the edit button on a charge code

- The adjustment reason needs to be populated on the Financial adjustment report, any other reports? 

- Any other reports/ areas where this needs to be adhered to? 


Thank you for your feedback


The Product Team

Forum User

This looks good to me

Forum User

looks good!


Forum User

Thank you, this would be great!

Forum User

Any idea on when this is planned for? /hanna

Forum User

Hi everyone, thank you for the feedback.  
At the moment this is in status Planned. It will be done as soon as possible. 

Thank you, 

The Product team

Forum User

3 months ago you wrote that this would be don as soon as possible... when is that?? /Hanna

SNT Team

Hi, This will be added with next week's release.

Forum User

lets get this done asap!

SNT Team

Hi Nick! This functionality was released some time ago - if you would like to see how it can be set up please refer to the following release webinar, at around 08:32 the topic turns to force adjustment reasons and how to enable. Feel free to take a look and if any questions feel free to open a ticket with support and we can assist!


https://stayntouch.freshdesk.com/support/solutions/articles/24000054016-stayntouch-cloud-pms-v5-22-release-webinar


Thanks so much!

Forum User

We need the References Field to mandatory and forced as well so that  Cashier won't be able to post without giving full details in the free text field for all negative Posting and Refunds.

This Update only helps with pre-defined comments under settings but a Mandatory Free Text References Field will help cashier to give more detailed reason 

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